Sharefax Financial Services
Sharefax Financial Services
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Services

Products & Services

  •  Investments
  • Fixed and Variable Annuity Options
  • Mutual Funds

Life Insurance

  • Private Pensions
  • Pension Maximization
  • Mortgage Protection
  • Estate Taxes
  • Family Needs
  • Children 

Health Insurance

  • Group or Indivdual
  • PPO, POS, HMO
  • Short Term Medical
  • HSA (CDHP)
  • Long Term Care

Disability

  

  • Salary Continuation
  • Business Office Expense
  • Key Person
  • Buy/Sell Coverage
  • Qualified Sick-Pay Plans

Retirement Planning


  • 401K & 403b Plan Review
  • IRA
  • IRA Rollover Considerations
  • Roth IRA              

Sharefax Financial Services

  

Securities and advisory services offered through L. M. Kohn & Company, Registered Broker/Dealer, Member FINRA/SIPC/MSRB, 10151 Carver Road, Suite 100,

Cincinnati, OH  45242, (800) 478-0788.  Investments through L. M. Kohn & Company are not guaranteed by Sharefax or any affiliated entity.  Annuities & Securities are

NOT federally insured by the NCUA.  Investments will fluctuate in value & involve investment risks, including the possible loss of principal.

Sharefax Financial Services Registered Representatives are not employees or agents of Sharefax Credit Union and are completely independent

of the products and services provided by Sharefax Credit Union.

Copyright © Sharefax Financial Services  |  All Rights Reserved

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